DFI Retail Group - UOB Kay Hian 2025-06-04: Exits Robinsons Retail Stake To Fuel Higher-Margin Businesses

DFI Retail Group: Exits Robinsons Retail Stake To Fuel Higher-Margin Businesses

Published:
DFI Retail (SGX:D01) | SGinvestors.io
  • DFI’s exit of its minority stake in Robinsons Retail in the Philippines should enable the company to continue its strategic refocus on higher-return core businesses.
  • Despite selling at a discount to its entry cost, the deal supports DFI’s pivot toward ROCE-accretive operations. With 2025 profit growth guided at 14–34% y-o-y and net debt now eliminated, DFI is well-positioned for growth, improved margins and dividend upside.

DFI announced the Au revoir to Robinsons Retail.

  • - Read this at SGinvestors.io -
  • - Read this at SGinvestors.io -
  • On our estimates, there could be a minor gain on this transaction given that RRH was held at a fair value of US$196m at end-24, offset by an exchange loss given the depreciation of the Php vs the US dollar since DFI’s initial entry.

Exiting a minority position.

  • Read more at SGinvestors.io.



Above is an excerpt from a report by UOB Kay Hian Research.
Clients of UOB Kay Hian may be the first to access the full PDF report @ https://www.utrade.com.sg/.



Adrian LOH UOB Kay Hian Research | https://research.uobkayhian.com/ 2025-06-04



Previous report by UOB:
2025-03-25 DFI Retail Group - Retail Reinvention Continues With A Farewell To Food.

Price targets by other brokers at DFI Retail Target Prices.

Listing of research reports at DFI Retail Analyst Reports.

Relevant links:
DFI Retail Share Price History,
DFI Retail Announcements,
DFI Retail Dividend Payout Dates & Corporate Actions,
DFI Retail News






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